PROGRAM SUMMARY:
This program reviews the investment process as it relates to fiduciary accounts. Topics include the following:
- balancing the needs of current and future beneficiaries;
- asset allocation and security selection process; and
- documentation of the investment policy and review process.
The speakers will also discuss communicating results and navigating through critical events such as significant discretionary distributions and death of a grantor or beneficiary.
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ATG’s remote-learning system enables you to participate in MCLE without leaving your office. Register via e-mail. No software downloads or cumbersome add-ons — just a Flash-enabled* web browser, which you probably already have! Click here for more information.
*NOTE: After May 19, 2008, users must update their Flash Player to version 9 or greater. To install Adobe Flash Player version 9, click here.
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CONTINUING LEGAL EDUCATION INFORMATION:
ATG is an Illinois Accredited Continuing Legal Education Provider. This program qualifies for 1.50 hours of MCLE credit in Illinois.
WHO SHOULD ATTEND:
Lawyers who desire first hand knowledge of the trust investment process in order to advise clients who either act as trustee or are seeking a qualified trustee.
ATTENDEE RATES:
The following per person rates apply for this program:
- FREE | ATG Trust member attorneys
- $50 | All others
ABOUT THE SPEAKERS
- Robert Lopardo, President, ATG Trust Company, Chicago, Illinois
- Steven Tonhaiser, Chief Investment Officer and Certified Financial Analyst (CFA), Feldman Securities Group, Chicago, Illinois
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REGISTER:
On-Line Form
Each person attending must register separately. You will need external speakers or headphones (see requirements).
This program provided by
Learn more:
About ATG
Subsidiaries
Benefits of ATG Membership
Membership Application Form
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